146

Diversified Royalty Corp. (DIV-T)

ON STOCKCHASE SINCE Apr 2002

Formerly Benev Capital (Oct 2014)

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Diversified Royalty Corp.
DIV-T

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Signal	Opinion	Expert
SPECULATIVE BUY	Diversified Royalty Corp.(DIV-T) February 20, 2019 They buy royalties from other companies. The payout ratio is about 115%, so be cautious. The sold an asset last year, but have been slow to deploy that to generate new royalties, so it taking time for the metrics to realign. He would give them the benefit of the doubt. Yield 7.2% other services 0 0 0 0 0 0 comments	They buy royalties from other companies. The payout ratio is about 115%, so be cautious. The sold an asset last year, but have been slow to deploy that to generate new royalties, so it taking time for the metrics to realign. He would give them the benefit of the doubt. Yield 7.2% other services 0 0 0 0 0 0 comments Peter Hodson CEO & Head, 5i Research Inc.... Price $3.100 Owned Unknown

HOLD	Diversified Royalty Corp.(DIV-T) February 8, 2019 These yield plays do well in the summer when cyclicals (and risk-off stocks) are out of favour. Now, investors are very defensive. DIV has been gaining during current seasonal strength (since late-2018). It's been rangebound the past year, though its above its 200-day moving average. Resistance at $3.15. He's not excitied by this, but it is holding. other services 0 0 0 0 0 0 comments	These yield plays do well in the summer when cyclicals (and risk-off stocks) are out of favour. Now, investors are very defensive. DIV has been gaining during current seasonal strength (since late-2018). It's been rangebound the past year, though its above its 200-day moving average. Resistance at $3.15. He's not excitied by this, but it is holding. other services 0 0 0 0 0 0 comments Jon Vialoux Research A, CastleMoore Inc.... Price $3.040 Owned Unknown
COMMENT	Diversified Royalty Corp.(DIV-T) January 23, 2019 DIV-T vs AD-T He owns Diversified. He likes their management team and it pays a good dividend. He waits to hear how management will deploy their capital going forward, but likes how management has been prudent with it. The yield is enticing. Alaris has stumbled as of late. He prefers DIV-T. other services 0 0 0 0 0 0 comments	DIV-T vs AD-T He owns Diversified. He likes their management team and it pays a good dividend. He waits to hear how management will deploy their capital going forward, but likes how management has been prudent with it. The yield is enticing. Alaris has stumbled as of late. He prefers DIV-T. other services 0 0 0 0 0 0 comments Peter Imhof Vice Presi, AGF Investments Inc... Price $2.970 Owned _N/A
WATCH	Diversified Royalty Corp.(DIV-T) November 27, 2018 It screens very high in his metrics. Nothing wrong fundementally here. A potential buy. other services 0 0 0 0 0 0 comments	It screens very high in his metrics. Nothing wrong fundementally here. A potential buy. other services 0 0 0 0 0 0 comments James Hodgins Chief Inve, Curvature Hedge Stra... Price $2.660 Owned No
HOLD	Diversified Royalty Corp.(DIV-T) October 26, 2018 Pays a nice dividend. The stock had been coming off. They were supposed to have signed some royalty deals, but haven't in 18 months. He prefers that they take their time and be careful, but eventually they need to sign in order to lower their payout ratio. This should do okay during the current market downturn. other services 0 0 0 0 0 0 comments	Pays a nice dividend. The stock had been coming off. They were supposed to have signed some royalty deals, but haven't in 18 months. He prefers that they take their time and be careful, but eventually they need to sign in order to lower their payout ratio. This should do okay during the current market downturn. other services 0 0 0 0 0 0 comments Peter Imhof Vice Presi, AGF Investments Inc... Price $2.910 Owned Yes
BUY	Diversified Royalty Corp.(DIV-T) October 4, 2018 They buy the royalty rights for a company they are taking over. It is a high growth business. They have increased same store sales. The value will probably go up from here. other services 0 0 0 0 0 0 comments	They buy the royalty rights for a company they are taking over. It is a high growth business. They have increased same store sales. The value will probably go up from here. other services 0 0 0 0 0 0 comments Bruce Campbell President , Stone Castle Investm... Price $3.090 Owned Unknown
BUY	Diversified Royalty Corp.(DIV-T) August 28, 2018 It screens well in his quantitative strategies. They had a big hiccup a year and a half ago with one of their restaurant royalties. Since then, they added an auto muffler and oil change service. It has grown quickly. The stock hasn’t done much but has built a big base at this level. He’s looking to buy more. He likes the interest-sensitive stocks now because he thinks the rate-hike cycle is almost done, especially in Canada. He thinks that a significant consumer slowdown has started, which will put a brake on rates. In the US, the Fed has been indicating too that it is slowing rate hikes. (Analysts’ price target is $4.13) other services 0 0 0 0 0 0 comments	It screens well in his quantitative strategies. They had a big hiccup a year and a half ago with one of their restaurant royalties. Since then, they added an auto muffler and oil change service. It has grown quickly. The stock hasn’t done much but has built a big base at this level. He’s looking to buy more. He likes the interest-sensitive stocks now because he thinks the rate-hike cycle is almost done, especially in Canada. He thinks that a significant consumer slowdown has started, which will put a brake on rates. In the US, the Fed has been indicating too that it is slowing rate hikes. (Analysts’ price target is $4.13) other services 0 0 0 0 0 0 comments James Hodgins Chief Inve, Curvature Hedge Stra... Price $3.240 Owned Yes
HOLD	Diversified Royalty Corp.(DIV-T) August 10, 2018 They have owned this for some time. It has holdings in Mr. Lube, Sutton Group and Airmiles. They hold a lot of cash and have a dividend over 6%. He would continue to hold this. Yield 6%. other services 0 0 0 0 0 0 comments	They have owned this for some time. It has holdings in Mr. Lube, Sutton Group and Airmiles. They hold a lot of cash and have a dividend over 6%. He would continue to hold this. Yield 6%. other services 0 0 0 0 0 0 comments Mike Archibald Associate , AGF Investments... Price $3.180 Owned Yes
HOLD	Diversified Royalty Corp.(DIV-T) June 13, 2018 He owns this one. He likes it, but is waiting for them to sign another deal. Management just bought back a bunch of their shares, which suggests to him they do not have an imminent deal just yet. He thinks they have a good pipeline for new deal opportunities. Yield 6.9%. other services 0 0 0 0 0 0 comments	He owns this one. He likes it, but is waiting for them to sign another deal. Management just bought back a bunch of their shares, which suggests to him they do not have an imminent deal just yet. He thinks they have a good pipeline for new deal opportunities. Yield 6.9%. other services 0 0 0 0 0 0 comments Peter Imhof Vice Presi, AGF Investments Inc... Price $3.270 Owned Yes
BUY	Diversified Royalty Corp.(DIV-T) May 15, 2018 He has a small long position in it. They had problems with an investment they made a few years ago, but it has turned around, so there is some momentum to the earnings. (Analysts’ price target is 4$) other services 0 0 0 0 0 0 comments	He has a small long position in it. They had problems with an investment they made a few years ago, but it has turned around, so there is some momentum to the earnings. (Analysts’ price target is 4$) other services 0 0 0 0 0 0 comments James Hodgins Chief Inve, Curvature Hedge Stra... Price $3.320 Owned Yes
COMMENT	Diversified Royalty Corp.(DIV-T) December 21, 2017 There was talk of them signing another royalty agreement by year-end, and he is not sure that’s going to come to fruition. Still likes the story and continues to have a half decent position in it. other services 0 0 0 0 0 0 comments	There was talk of them signing another royalty agreement by year-end, and he is not sure that’s going to come to fruition. Still likes the story and continues to have a half decent position in it. other services 0 0 0 0 0 0 comments Peter Imhof Vice Presi, AGF Investments Inc... Price $3.430 Owned Yes
BUY	Diversified Royalty Corp.(DIV-T) November 16, 2017 It is an old pick of his. They buy royalties. They hit a speed bump a couple of years ago when they bought a royalty stream in Alberta when the economy there tanked. They now have a lot of promise. It has a nice little dividend. As they diversify their royalty stream it should get a higher multiple. other services 0 0 0 0 0 0 comments	It is an old pick of his. They buy royalties. They hit a speed bump a couple of years ago when they bought a royalty stream in Alberta when the economy there tanked. They now have a lot of promise. It has a nice little dividend. As they diversify their royalty stream it should get a higher multiple. other services 0 0 0 0 0 0 comments Fabrice Taylor Publisher, The President's Club... Price $3.530 Owned Yes
COMMENT	Diversified Royalty Corp.(DIV-T) October 5, 2017 Hit a big speedbump a couple of years ago, when they bought a royalty on an Alberta centric restaurant chain. The CEO is one of the best he has ever met. He managed to sell that chain, and then sat on the cash. He just bought the Air Miles trademark and a variety of related royalties in Canada. That sent the stock sharply higher. Dividend yield of about 7%. This is a great business to own. other services 0 0 0 0 0 0 comments	Hit a big speedbump a couple of years ago, when they bought a royalty on an Alberta centric restaurant chain. The CEO is one of the best he has ever met. He managed to sell that chain, and then sat on the cash. He just bought the Air Miles trademark and a variety of related royalties in Canada. That sent the stock sharply higher. Dividend yield of about 7%. This is a great business to own. other services 0 0 0 0 0 0 comments Fabrice Taylor Publisher, The President's Club... Price $15.780 Owned Yes
WAIT	Diversified Royalty Corp.(DIV-T) September 28, 2017 It has had a really big run here. It was falling and then they signed with Air Miles. Now their payout ratio is not above 100% like it was. They may sign another deal by year end and that would cover off their dividend. He likes the management team but he is not sure theres much more upward room left, unless they sign another deal. Some analysts are calling for $3.75-$4. There's strength and the fundamentals are looking good, but he thinks its more fairly priced now than it was a couple months ago. other services 0 0 0 0 0 0 comments	It has had a really big run here. It was falling and then they signed with Air Miles. Now their payout ratio is not above 100% like it was. They may sign another deal by year end and that would cover off their dividend. He likes the management team but he is not sure theres much more upward room left, unless they sign another deal. Some analysts are calling for $3.75-$4. There's strength and the fundamentals are looking good, but he thinks its more fairly priced now than it was a couple months ago. other services 0 0 0 0 0 0 comments Peter Imhof Vice Presi, AGF Investments Inc... Price $3.100 Owned Yes
COMMENT	Diversified Royalty Corp.(DIV-T) September 26, 2017 It has done so well that he is not interested in it. He prefers companies that are out of favour. This has franchises, including Mr. Lube, Sutton Realty and Air Miles. Pays a great dividend, but has no idea how sustainable that is. Had a bit of a checkered past, so he is not as interested. If looking for a dividend player, and if this company can sustain their dividend, it could do very, very well going forward. other services 0 0 0 0 0 0 comments	It has done so well that he is not interested in it. He prefers companies that are out of favour. This has franchises, including Mr. Lube, Sutton Realty and Air Miles. Pays a great dividend, but has no idea how sustainable that is. Had a bit of a checkered past, so he is not as interested. If looking for a dividend player, and if this company can sustain their dividend, it could do very, very well going forward. other services 0 0 0 0 0 0 comments Benj Gallander President, Contra the Heard Inv... Price $3.110 Owned No

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